Estate Planning from A to Z (everything you need to know to get started) | EPTV 063
In this episode of Estate Planning TV I cover everything I would cover in a traditional estate planning potential client meeting, including:
1. Power of attorney
2. Medical power of attorney
3. Minor power of attorney (temporary guardian paperwork)
4. Minor medical power of attorney
5. Health care directive
6. Disposition instructions
8. Revocable living trust
9. Credit shelter trust (for Washington State estate taxes)
Please take a look, and if you want to talk more click the link below to schedule a time to talk or call us at 206.659.1512.
We do estate planning and probate, and we are GOOD at it. Our firm rests on three core pillars:
1. Family protection
2. Elimination of barriers to entry (we make it easy for you)
3. Estate tax reduction/elimination
If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person).
Estate Planning – https://cmslawfirm.com/strategysession
Probate – https://pain-free-probate.com/contact
Christopher Small is the owner of CMS Law Firm LLC. He created it with one goal – help YOU live a great life and leave a great legacy.
You’ll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between.